Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation With Jim Dew
Financial Advisor Success
00:00
How to Set Fees for New Business Owners
Step one, we do an assessment on a new business owner and that's where we've got the six month now. So if they're in those guidelines, then that's the fee that they're going to pay unless there's an extraordinary situation or something different. We put them in the lowest tier and then we have an open conversation with the entrepreneur about here is where we believe you should be. But if we really believe they should be at a certain tier, we'll just say, "No, no, we can't do that"
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